PRIVACY POLICY
Effective Date: September 29, 2026
CZORA is the public-facing brand of CZORA Advisory LLC (“CZORA,” “we,” “us,” or “our”).
This Privacy Policy explains how CZORA collects, uses, discloses, and protects personal information when you visit czoraadvisory.com (the “Site”), submit an inquiry, communicate with us through the Site, or otherwise interact with CZORA online.
This Privacy Policy applies primarily to website and inquiry-related information. Information handled during a paid client engagement may also be governed by a separate engagement agreement, confidentiality terms, access authorizations, information-handling practices, and other client-specific documentation.
1. Information We Collect
Information You Provide Directly
We may collect information that you voluntarily provide to us, including:
Name
Email address
City, state, region, or general location
Information about your household or the reason for your inquiry
Information about household complexity, transitions, or operating needs that you choose to provide
Referral source or referring professional
Communications and correspondence with CZORA
Other information you voluntarily submit
CZORA follows a Minimum Necessary approach to information collection.
Please do not submit passwords, authentication codes, Social Security numbers, passport information, financial account credentials, full payment-card information, medical records, alarm credentials, security codes, or other highly sensitive information through the Site or inquiry form.
If additional information becomes necessary during a potential or active engagement, CZORA seeks to request only what is reasonably necessary for the specific purpose and, where practical, favors client-controlled systems, limited access, demonstrations, or confirmation of where authoritative information is maintained rather than unnecessary copying or retention.
Information Collected Automatically
When you use the Site, CZORA's website platform, analytics providers, and other service providers may automatically collect limited technical and usage information, including:
Browser, network, and device information
Device type and operating system
Pages visited and Site interactions
Session and usage information
Date and time of access
Referring website or source
Approximate geographic location
Cookie and similar technology information
Pseudonymous identifiers used to distinguish website visitors or sessions
2. How We Use Information
CZORA may use personal information to:
Review and respond to inquiries
Determine whether a requested need falls within CZORA's scope
Communicate with prospective or existing clients
Respond to professional referrals
Schedule or conduct introductory conversations
Operate, maintain, secure, and improve the Site
Understand Site traffic, usage, and performance
Evaluate how visitors interact with Site pages and content
Administer CZORA's business operations
Prevent misuse, fraud, security incidents, or unlawful activity
Maintain appropriate business and legal records
Comply with applicable law, legal process, or regulatory obligations
Protect the rights, privacy, safety, and property of CZORA, its clients, website visitors, and others
CZORA does not use private-client inquiry information to build mass-marketing profiles.
3. Cookies and Similar Technologies
The Site uses cookies and similar technologies.
Some cookies are necessary for the Site to function properly, securely operate, process forms, and provide core website functionality.
The Site may also use analytics and performance cookies to understand Site traffic and visitor interactions.
CZORA uses a cookie disclosure and consent mechanism through Squarespace. Depending on the visitor's location, Site configuration, and available settings, visitors may be provided with choices concerning non-essential cookies.
Visitors can also manage or delete cookies through their browser settings. Restricting certain cookies may affect Site functionality or the availability of some features.
Squarespace may place cookies or process visitor information in connection with hosting, security, analytics, and operation of the Site.
4. Google Analytics
CZORA uses Google Analytics to better understand how visitors use the Site.
Google Analytics may collect or process information such as:
Browser and device information
Session information
Approximate geographic location
Pages viewed
Site interactions and events
Referral information
A pseudonymous client identifier
Cookie or similar technology information
Google Analytics generally uses first-party cookies and related identifiers to distinguish users and sessions when analytics storage is permitted.
CZORA uses Google Analytics for measurement and website-performance purposes.
CZORA does not intentionally send passwords, Social Security numbers, financial credentials, medical records, or other highly sensitive personal information to Google Analytics.
Google processes information collected through Google Analytics in accordance with Google's own privacy and data-handling practices.
Where supported by the Site's configuration, visitor cookie-consent choices may be communicated to Google through Google Consent Mode.
5. How We Disclose Information
CZORA may disclose personal information only when reasonably necessary, including to:
Squarespace and other website-hosting or technology providers
Google Analytics and other approved analytics providers
Form, email, security, payment, and business-technology providers supporting CZORA's operations
Attorneys, accountants, insurers, consultants, or other professional advisers when reasonably necessary
Government authorities, courts, law enforcement, or other parties where required by law or legal process
Parties involved in protecting CZORA's legal rights, security, property, clients, or others
A successor or potential successor in connection with a merger, financing, acquisition, reorganization, sale of assets, or similar business transaction, subject to appropriate legal and confidentiality protections
CZORA does not sell personal information.
CZORA does not use private-client inquiry information for cross-context behavioral advertising.
6. Data Minimization and Retention
CZORA seeks to collect, access, copy, and retain only information reasonably necessary for the purpose for which it is being used.
Website inquiries and related correspondence may be retained for as long as reasonably necessary to:
Respond to an inquiry
Evaluate or administer a potential professional relationship
Maintain legitimate business records
Meet legal, insurance, accounting, or compliance obligations
Resolve disputes
Protect legal rights
Information should not be retained indefinitely merely because storage is available.
Different retention rules may apply to signed client agreements, accounting records, business correspondence, or information maintained during an active client engagement.
7. Information Security
CZORA uses reasonable administrative, technical, and organizational measures designed to protect information in its possession against unauthorized access, use, alteration, loss, or disclosure.
No website, transmission method, storage system, or security control can be guaranteed to be completely secure.
For that reason, visitors should not transmit highly sensitive financial, medical, identity, credential, security, or similar information through ordinary website forms or email unless CZORA has specifically requested an appropriate method for providing it.
8. Privacy Rights and Requests
Depending on where you live and applicable law, you may have rights concerning your personal information, which may include rights to request:
Access to certain personal information
Correction of inaccurate information
Deletion of certain information
Information concerning how certain information is used or disclosed
Requests may be sent to:
CZORA may take reasonable steps to verify the identity of the person making a request.
Some information may be retained where permitted or required by law, including for legal, security, accounting, contractual, or recordkeeping purposes.
9. Online Tracking
Some browsers offer “Do Not Track” or similar privacy signals.
Because there is not a universally adopted technical standard governing traditional Do Not Track signals, the Site may not respond separately to those signals.
Visitors may use the Site's available cookie controls and browser settings to manage cookies and similar technologies.
If CZORA's analytics, advertising, tracking, or data practices materially change, this Privacy Policy and any applicable privacy controls will be updated accordingly.
10. Third-Party Websites and Services
The Site may contain links to or interact with websites, platforms, or services operated by third parties.
CZORA does not control those third parties and is not responsible for their privacy, security, availability, content, or business practices.
Visitors should review the privacy policies and terms of any third-party services they choose to use.
11. Children's Privacy
The Site is intended for adults seeking information about professional household advisory services and is not directed to children under 13.
CZORA does not knowingly solicit or collect personal information directly from children under 13 through the Site.
If you believe a child has provided personal information through the Site, contact CZORA so the information can be reviewed and, where appropriate, deleted.
12. Changes to This Privacy Policy
CZORA may update this Privacy Policy when its website, technologies, services, business practices, or legal obligations change.
The revised version will be posted on this page with an updated effective date.
Where appropriate, material changes may also be communicated through additional notice.
13. Contact
Questions or privacy requests may be directed to:
CZORA Advisory LLC
CZORA | Private Household Advisory
4539 N 22nd St #8308
Phoenix, AZ 85016
United States